Banking Services Pro & Relationship Builder

Carter Bankshares; Mount Airy (NC); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k)

Paid time off

Paid holidays

Job summary

Carter Bankshares in Mount Airy, NC is seeking a Financial Services Representative to be the first point of contact for customers, handling everyday banking needs with a proactive, personalized approach.

You will build relationships, educate customers on self-service options, and route them to the right next steps while meeting sales goals and maintaining compliance. This role offers opportunities to grow within a community-focused bank.

Qualifications

• High school diploma or equivalent required; some college a plus.
• Experience in customer service and/or sales required.
• Previous experience in retail banking or related industry preferred.
• Prior cash handling experience preferred.

Responsibilities

• Provide a range of customer services including transactions, account servicing, and referrals to partners.
• Deliver exceptional customer experience through proactive engagement and thoughtful solutions.
• Identify customer needs and generate referrals to support financial goals.
• Resolve basic issues using bank resources and escalate when necessary.
• Adhere to processes and compliance directives to keep the branch running smoothly.
• Support the bank's strategic plan and growth of retail banking business.
• Meet or exceed sales goals through targeted activities and product recommendations.
• Invest in career development through training and coaching.
• Participate in bank events to boost visibility and attract new customers.

Skills

Customer service

Sales experience

Retail banking

Cash handling

MS Office

Verbal/written communication

Problem solving

Team collaboration

Education

High school diploma

Tools

MS Office

Job description

Carter Bankshares in Mount Airy, NC is seeking a Financial Services Representative to be the first point of contact for customers, handling everyday banking needs with a proactive, personalized approach.

You will build relationships, educate customers on self-service options, and route them to the right next steps while meeting sales goals and maintaining compliance. This role offers opportunities to grow within a community-focused bank.